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Just like its placement in the top-level navigation bar, the Accounts tab provides a bird's-eye view of your account hierarchy in Microsoft Advertising. The Accounts tab is home to three pages that allow you to work across your accounts: Accounts Summary, Bulk Operations, and Saved Account Reports.
The Accounts Summary page displays the parent-and-child hierarchy of accounts, along with their performance, budget data, and notifications. The individual tables within the Account Summary's five tabs are designed to help you quickly target items that need your attention. Want to find out which of your accounts have the lowest CTR, so that you can optimize your keyword lists? Want to see which invoiced accounts need new insertion orders? Need to know which manager account owns a specific account? Want to review a summary of your most recent import? Need an update on account linking and unlinking activity? Accounts Summary can answer these questions and more.
This view of Accounts Summary has five tabs: Performance, Management, Notifications, Requests, and Import.
In Performance, the table shows the totals of key performance metrics across all campaigns per account. The overall total, at the bottom of the table, sums up performance for all accounts across all manager accounts. Within Performance, you can also:
In Management, the table lists important account and billing settings, like account owner, payment settings, budget information, and the primary contact for each account. The Management tab also has entry points via the Actions column to edit account and billing settings.
In Notifications, the table lists all current notifications by account. Learn more about Notifications.
In Requests, the table shows details about Sent and Received requests for linking and unlinking accounts. Learn more about linking to an existing account.
In Import, the table provides a high-level summary of the latest imported campaign data by account, along with the schedule of imports.
There are shortcuts at just above the Performance, Management, and Imports tables so that you can build your hierarchy further, for example: Create account, Deactivate an account, Link to accounts, and Unlink from accounts.
Like other tables in Microsoft Advertising, you can filter your results and select the columns you want to view. Here are the default columns for the Performance, Management, Notifications, Requests, and Import tabs:
|Performance tab||Management tab||Notifications tab||Requests tab (Sent)||Requests tab (Received)||Import tab|
|Errors||Errors||Account Name||Account||Account||Account name|
|Account name||Account name||Severity||Account owner||Account owner||Errors|
|Currency||Actions||Category||Request type||Request type||Last import start time|
|Owner||Owner||Type||Who Pays||Requested by||Import name|
|Clicks||Bill-to customer||Action||Status||Who pays||Import tool|
|Impressions||Payment setting||Effective date||Status||Level|
|CTR||Balance||Request date||Effective date||Summary|
|Average CPC||Currency||Actions||Request date||Scheduled imports|
|Total daily budget|
Bulk operations allow you to make bulk updates across campaigns for all accounts. Here, you can filter and download data you want to change into a spreadsheet, make the changes you see fit, then upload the edited spreadsheet at all once. Learn more about bulk operations.
If you have a hierarchy of accounts that contains manager accounts within manager accounts, use the account selector to drill down to a specific set of accounts within a manager account.
These are a collection of reports that were saved directly from the Accounts Summary page. Here, you can update individual reports with new settings or re-run existing reports. Learn how to create a report.